Blogs Archive | Pendal Group
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Fund Manager Commentary – January 2018

Fund Manager commentary for the month ended 31 January 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Fund Manager commentary for the month ended 31 January 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.

Build it, and they will come

Ashley Pittard shares his team's thoughts on investing in China through Macau's leisure and entertainment industry, with insights into the Chinese Government's broader agenda for the island.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Ashley Pittard shares his team’s thoughts on investing in China through Macau’s leisure and entertainment industry, with insights into the Chinese Government’s broader agenda for the island.

Fund Manager Commentary – December 2017

Fund Manager commentary for the month and quarter ended 31 December 2017 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Fund Manager commentary for the month and quarter ended 31 December 2017 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.

2017: A year of fear and loading in share markets

What drove markets this year and where are they headed in 2018? BT Investment Management's portfolio managers share their thoughts on the major asset classes.array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

What drove markets this year and where are they headed in 2018? BT Investment Management’s portfolio managers share their thoughts on the major asset classes.

Global research trip notes – euro-zone emerges, flying high with Boeing and a look at pharma-bots

Ashley Pittard shares his thoughts on economic recovery in Europe, the earnings prospects for Boeing and the development of robotics technology in Europearray(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Ashley Pittard shares his thoughts on economic recovery in Europe, the earnings prospects for Boeing and the development of robotics technology in Europe

Why is modern slavery relevant to ESG?

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians? array(4) { [0]=> string(8) "Advisers" [1]=> string(11) "Individuals" [2]=> string(13) "Institutional" [3]=> string(12) "Shareholders" }

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?